Transaction preparation services

Financial fluency closes deals faster

Financial transactions – selling a business, buying another business, and raising money – have a language and method of their own. Having an experienced partner help you prepare for and navigate the transaction will demystify the process and maximize your company’s value.

Schedule a call

Raising Capital? Buy-side? Sell-side?

We’re on Your Side.

Presenting financial information about your company in a format that a buyer or investor expects - and being prepared in advance for their most likely questions - will help you sail through the due diligence process and earn you the best deal possible. When you’re on the buy-side of a transaction, having the experience to know what to look for and how to evaluate the information will yield the best possible outcome while avoiding costly mistakes.

From opportunity to close, we add value for companies who are:

Raising equity or debt capital

Planning for M&A

Considering a sale

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We prepare and represent you with external transaction stakeholders to:

Help you understand the process and jargon
Give you an objective viewpoint by analyzing financials and other data on both sides of the transaction
Model potential outcomes and plan your best moves
Present your financial data in an easy-to-understand format
Anticipate and prepare responses to questions that instill confidence in you and your team

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While our experienced team mitigates deal headaches by:

Assessing and addressing risks that would reduce market value - before bankers, investors, or buyers trip over them
Managing accounting and finance systems during (and potentially after) the transaction
Providing you with expert resources so your existing staff is not overwhelmed by the additional demands
Planning and facilitating a smooth transition of systems, data, and processes

Client Story

"SPRCHRGR specializes in clear financial reporting that puts numbers and words together in a way that reflects how we think about and talk about our business. They organized our financial data into an intuitive and concise at-a-glance summary. This was valuable for us in many ways, primarily in the day-to-day visualization of our performance metrics so we could better manage our business. It then proved vital to help us communicate the value to investors and buyers during due diligence.”

Anthony Jenkins
CEO | NTERSOL

View client stories

Align

Discuss your plans for the company and assess the current state of your financials

We review and document current accounting systems, reporting, and historical data. Then, we propose areas that could improve the transaction process, such as KPI dashboards, financial reporting, business risks, and accounting systems/procedures.

Assemble the right team

We work with you (and other advisors) from start to finish

We build a team tailored to your goals and timeline. Our experience includes working with bankers to prepare marketing materials, managing due diligence, meeting with investment brokers, responding to inquiries from interested parties, preparing you for meetings, evaluating proposals/term sheets, post-closing schedules, and post-closing accounting, and more.

Agile Support

Adjust as needed to changing conditions

We're problem-solvers at heart. We use our experience, cross-functional team, and network to ensure you have what you need.

Let's build your plan

FAQs

What is transaction preparation?

Getting your financials, reporting and systems ready before you raise capital, buy a company or sell one, then supporting you through due diligence and closing.

When should we start preparing?

Best to start well before you approach potential investors or buyers. If your financials are relatively clean, it may only take 1–2 months to pressure-test them and ensure that your value story will stand up under outside scrutiny. If significant cleanup is needed, plan on 2–4 months of intensive work before your books and records are ready for professional diligence review.

Do you help on the buy side too?

Yes. We evaluate the target's financials and data, model the possible outcomes, and flag risks that would change the price or the terms.

Do you replace our investment banker or attorney?

We work alongside them. We're not investment bankers or brokers, so we don't market your company or find buyers. We prepare the financial story, manage diligence requests, and keep your accounting running while your team is stretched.

What do we get from the engagement?

Financials presented the way buyers and investors expect, answers prepared for their likely questions, risks found and addressed before a banker or buyer finds them, and a team managing your accounting during the deal so your staff isn't overwhelmed.

What happens after the deal closes?

We prepare the post-closing schedules and accounting, and we can lead the transition of systems, data and processes. See M&A Integration for what that looks like.

Case Study

A Swift Acquisition + Exit Combo for NTERSOL

Core Challenge NTERSOL, a U.S.-based firm that develops software for mortgage lenders on a consulting basis, wanted to position itself for sale on a tight ...

November 14, 2024

Article

Investor-Ready Finance: How to Increase Your EBITDA Multiple with Our Transaction Readiness Guide

Private investors don’t pay for yesterday’s profits. They pay for tomorrow’s predictable profits, the pace of growth, and how well risk is managed. Great f...

Mark Wald,

November 24, 2025

ARTICLE

A Transaction Readiness Mindset - 9 Things To Know (Before You Go) Through Due Diligence

Transaction readiness isn't something you start when buyers appear; it's a strategic mindset that should begin years before considering an exit. Without pr...

Patrick Sergott,

April 10, 2025

Article

Futureproof Your Business Exit Strategy: The 11-Step Framework for Savvy Sellers

Whether your exit timeline is six months or six years away, this 11-step framework is designed to transform your business into a premium asset with strateg...

Scott Meyers, Patrick Sergott,

March 19, 2025

Article

Exit Like an Expert: How Sellers Can Avoid 5 Common Exit Deal Pitfalls

The difference between a successful transition and a disappointing one rarely comes down to business fundamentals — it's almost always about process and pr...

Scott Meyers, Patrick Sergott,

March 17, 2025

Transaction preparation services

Raising Capital? Buy-side? Sell-side?

We’re on Your Side.